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Portfolio (Quarterly) Guide ↗

Millennium Management

· CIK 0001273087
13F Portfolio $240.3B AUM 5,624 positions Filed May 15, 2026 ← All Funds
Q1 2026 Q4 2025 · All 710 New 2283 Added 2325 Reduced 1038 Exited
Page 250 of 282  ·  5,622 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
4981 EBF ENNIS INC Industrials 15,001.0 $321K -5K -26.7% $21.42 -6.4%
4982 BBBY BED BATH & BEYOND INC Consumer Cyclical 69,244.0 $321K +24K +54.4% $4.64 +23.5%
4983 SOLARIS ENERGY INFRAS INC 135,000.0 $320K -1.0M -88.1% $2.37
4984 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 75,968.0 $320K +64K +557.7% $4.21 -4.3%
4985 IJR ISHARES TR 2,564.0 $319K -1K -31.6% $124.31 +9.6%
4986 KEN KENON HLDGS LTD Utilities 3,853.0 $317K NEW $82.36 +4.2%
4987 SCZM SANTACRUZ SILVER MNG LTD Basic Materials 36,506.0 $316K NEW $8.67 -3.3%
4988 CTEV CLARITEV CORPORATION Healthcare 19,360.0 $316K -114K -85.5% $16.34 +44.1%
4989 PRQR PROQR THRAPEUTICS N V Healthcare 194,246.0 $315K -241K -55.3% $1.62 -11.7%
4990 CCII CALL COHEN CIRCLE ACQUISIT CORP I Financial Services 483,078.0 $314K +55K +12.8% $0.65 +1476.9%
4991 OAKTREE SPECIALTY LENDING 27,724.0 $313K -64K -69.8% $11.30
4992 ASSERTIO HOLDINGS INC 16,425.0 $313K -18K -52.4% $19.06
4993 KOPN KOPIN CORP Technology 138,619.0 $312K -120K -46.3% $2.25 +115.6%
4994 KBDC KAYNE ANDERSON BDC INC Financial Services 22,729.0 $312K -232K -91.1% $13.72 +6.8%
4995 BMO CALL BANK MONTREAL MEDIUM Financial Services 2,300.0 $311K NEW $135.34 +18.0%
4996 CALL LEIDOS HOLDINGS INC 2,000.0 $311K -700.0 -25.9% $155.52
4997 TTAN CALL SERVICETITAN INC Technology 4,900.0 $311K NEW $63.46 -1.1%
4998 ALGT ALLEGIANT TRAVEL CO Industrials 3,818.0 $309K -24K -86.1% $81.04 +0.4%
4999 NC NACCO INDS INC Energy 5,950.0 $309K -6K -49.8% $51.97 -4.8%
5000 OVLY OAK VY BANCORP OAKDALE CALIF Financial Services 9,534.0 $309K -2K -16.5% $32.43 +4.1%
Page 250 of 282  ·  5,622 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.2%
Financial Services 16.8%
Industrials 13.1%
Healthcare 12.2%
Consumer Cyclical 9.0%
Communication Services 6.5%
Energy 6.1%
Basic Materials 5.3%
Utilities 4.2%
Real Estate 3.9%